This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We are one of the foremost professional IFA consultancies in the UK. Our role is to provide thoroughly researched and truly independent advice for the benefit of our clients. Advice is provided across all areas of personal and corporate financial planning including Investments, Pensions, Inheritance Tax and Trust planning, Long Term Care, Protection, Mortgages and Employee Benefits/Corporate Financial Advice. All initial consultations are free of charge.
At Sterling and Law we have a very client focused work ethic and tailor our advice to meet your needs. We are fully independent and can provide guidance to clients from all walks of life. Whether your needs are related to pensions, investments, protection/insurance, corporate/company advice, mortgages, or estate and long term care planning, you can be sure of the utmost professionalism and advice quality.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.